1-on-1 or small-group class

Setup your Personal AI Executive Assistant in 1 hour!

Get exclusive access to an AI agent that handles all of your calendars, tasks, monitoring and more, all via texts.

Price: $199.00

Duration

1 hour

Format

1-on-1 or small-group learning

Schedule

Schedule to be announced

Who this is for

Built for practical AI guidance

For busy professionals, vacation-rental hosts, and small-business owners who want help coordinating everyday work through a personal AI assistant.

Busy professionals who want help coordinating calendars, inboxes, and follow-ups by text

Small-business owners who manage appointments, bills, vendors, and receipts

People who want a personal AI assistant to handle practical tasks with their approval

Airbnb and Vrbo hosts managing reservations, guest messages, and property operations

Class focus

Topics Covered

Set up a personal AI assistant to text or email you; choose notifications, quiet hours, and urgent alerts.

Connect calendars and set work hours, travel buffers, meeting lengths, and preferred days.

Find open times, flag calendar conflicts, send reminders, and suggest rescheduling.

Get a daily text briefing with meetings, priority tasks, deadlines, and pending follow-ups.

Connect an approved email inbox; sort urgent messages, replies needed, and reference.

Surface email deadlines, summarize important threads, and draft replies for review before sending.

Delegate tasks by text, such as “remind me Friday” or “find a time next week”; clarify details, track progress, and report completion.

Monitor selected websites, account pages, and recurring bills.

Compare electric bills, flag unusual amounts, and send alerts with key details—without making payments or account changes.

Use Airbnb and Vrbo to monitor reservations, guest messages, calendar conflicts, and check-in changes.

Flag rental-property maintenance needs; draft guest replies and follow-up tasks.

Use QuickBooks to record and categorize Airbnb/Vrbo transactions; match payouts and fees.

Attach or prepare receipts and invoices for supported accounting software; flag duplicate or unmatched entries for review before saving.

Call businesses to check appointment availability, request service estimates, or follow up on orders.

Review call summaries; approve bookings and commitments.

Extract vendor, date, and amount from emailed receipts or invoices.

Review accounting entries before saving; never initiate payments automatically.

Coordinate home or office tasks: compare plumber availability, arrange maintenance, track deliveries, or prepare returns.

Confirm before external commitments, such as scheduling a service or return.

Monitor connected messages for subscription renewals, price changes, flight updates, and appointment changes.

Summarize changes and present options for your approval.

Review the week by text: completed and overdue tasks, upcoming appointments, unanswered messages, bill anomalies, and decisions needing action.

Set read/write permissions for messages, calls, bookings, purchases, and accounting updates.

Require approval for sensitive actions; test confirmation steps and how to correct mistakes.

Included

What's Included

One-hour guided setup of a personal AI executive assistant

Attendee access to the AI assistant through the instructor’s arrangement

Hands-on practice with selected calendar, messaging, and task workflows

Dates & availability

Upcoming sessions

Choose from the currently listed dates, or send a request and we’ll help determine the best format and date for you.

No upcoming dates are listed yet. Send a request and we’ll help arrange the best available option.

Send an inquiry and we’ll help you find the best available format and schedule.